Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.55

+0.1%

2:19 PM EST

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To: Jdaasoc who wrote (33893)	11/6/1999 12:16:00 PM
From: Dan3	Read Replies (2) of 93625

Re: Everything in RMBS's future is looking up... Hi John, The 840 had a clean launch and the wounded but but recovering 820 is coming soon. But yields on Coppermine may not be as good as expected and the Athlon continues to surprise on the upside - leaving Intel with much less room to maneuver (eg. support the poor price/performance alternative of rambus) than usual. The recent spate of lawsuits from Intel make it look as though their products (in their opinion, at least) are no longer competitive in the marketplace - and all they have left to maintain market share are attempts to block competition through far-fetched lawsuits - that give justice ammunition to re-open an anti-trust case. Intel is rushing a low end PC133 chipset to market in January, a high end PC133 chipset for 1H of next year and a DDR chipset for 2H of next year. Not much discussion of any future chipsets for rambus. The short term for rambus may be looking up, but the long term is looking pretty grim. Regard, Dan

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